Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2, 000 tied advisers and 2, 000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer lifes financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.
What will you do?
Responsibilities
This is a 12-month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to training, mentoring and office administration whilst being part of an administrative team at SFP. The responsibilities will include:
- Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry.
- Identifying opportunities to optimise and innovate within the operations environment.
- Ensure that all compliance practices and procedures are strictly observed regarding disclosures, advice, record keeping, and ethics/behaviour undertaken when dealing with advisers and clients.
- Track, interpret and communicate trends or gaps in terms of risks within the business.
- Support the complaints register and resolution process.
- Ensure all complaints are logged, appropriately investigated, and resolved according to the due process. Undertake to do the necessary report and record keeping thereof.
- Working closely with line management and the planners, ensuring that all advice facing intermediaries and management are fit and proper FAIS accredited and keep the requirements and credits up to date at all times.
- Provide administration support to line manager
- Gatekeep and monitor new business received
- Administration of tax & tax calculations, account payments, administration of remuneration and reserve accounts
- Administration of adviser terminations and reintermediation
- Provide advice with regards to policy, financing rules and debt management.
- Compile statistics with regards to financing and reports, including effective processing of statements
Qualification & experience
- A relevant matric qualification
- A completed three-year Information Systems, Business Analytics, or Project Management related diploma/degree
- Project Management, Change Management (advantageous)
- Preferably no or very limited previous working experience
To be successful you will need to demonstrate good experience in:
- Successful candidate should be unemployed
- Knowledge of and experience in MS Office
- Good basic IT/systems operations knowledge
- Financial Services Industry Knowledge (advantageous)
- Relevant regulatory legislation and compliance knowledge (advantageous)
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Plans and aligns
- Communicates effectively
- Action oriented
- Optimizes work processes
Qualification And Experience
Grade 12 with 3 to 4 years related experience.
Knowledge And Skills
Processing transactions and conduct simple calculations
Record keeping; filing and maintenance of databases
Maintain work standards and quality verification
Data Collection and processing of transactions
Procedures Knowledge
Personal Attributes
Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently
Build a successful career with us
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Turnaround time
The closing date for applications is 17 July 2024
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our aim is to help you build a successful career with us
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office the group provides many opportunities for growth and development.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
